How to reconnect your Salesforce integration and map users

Below is a step-by-step guide detailing the process of re-connecting the Salesforce Integration including how to configure Firmable users to be set as the record owner in Salesforce. Estimated time to complete: 3 minutes.

Prerequisites

Before initiating the integration, ensure the following:

You are on a Teams or Teams Pro plan with Firmable.
You have the Admin or Integration role permission on Firmable and Administrator role in Salesforce.
Your Salesforce instance will need to have APIs turned on. See this guide for more information.

How to reconnect Salesforce

Log in into your Firmable account to begin your installation process.
Click on Manage account in the top right corner.
In the secondary menu, click on Integrations.
Locate the Salesforce integration and click to connect.
When prompted, log in to Salesforce. If you need to connect to a custom domain, click “Use Custom Domain” option on the Salesforce login screen. (Note: it may not if you’re already signed in to an active session).
Select if you are connecting to sandbox or production Salesforce account.
Click Allow to give permission for the integration.
Now your Salesforce Integration has been reconnected to your Firmable account.
All previously mapped fields will remain. See this guide for more information Salesforce integration and property mapping processes.
Click save mappings.

How to map users (optional but recommended)

Note: If users are not mapped, the default behaviour is to set record owner to the integration user.

Click on Integrations and User mappings.
Select the corresponding Firmable user from the dropdown to update the Owner name field.
Repeat for each Firmable user and click Save mappings.
To clear user mapping, click the rubbish bin icon and click Save mappings.

We hope this article has helped you understand how to reconnect Salesforce and set up user mapping. If you have any other questions, don't hesitate to contact us at support@firmable.com.